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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Tennessee Valley Asset Management Partners
4151
Tennessee Valley Asset Management Partners
Tennessee
$153M +$20.3M +15% 17.7% 65.7% 65 23.08% 1.1
Shorepoint Capital Partners
4152
Shorepoint Capital Partners
Massachusetts
$153M +$28.7M +23% 17.8% – 87 24.14% 0.9
Modus Advisors
4153
Modus Advisors
Minnesota
$153M +$45.5M +42% 19.7% 89.5% 230 70.87% 0.1
CH
4154
Canton Hathaway
Rhode Island
$153M +$12.8M +9% 10.3% 87.8% 169 27.81% 1.2
Schwarz Dygos Wheeler Investment Advisors
4155
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$153M +$35.1M +30% 23.8% 74% 100 20% 1.1
Landmark Financial Advisors
4156
Landmark Financial Advisors
Kentucky
$153M +$7.4M +5% 15.5% 11.8% 66 10.61% 3.8
ECM
4157
EII Capital Management
New York
$153M +$2.11M +1% 12.7% 46.9% 214 14.49% 2.6
Black Diamond Financial
4158
Black Diamond Financial
Maryland
$153M +$21.4M +16% 19.2% 68.3% 75 12% 1.2
Stolper & Co
4159
Stolper & Co
Oklahoma
$153M +$13.8M +10% 16.7% 77.1% 90 14.44% 0.2
Washington State Investment Board
4160
Washington State Investment Board
Washington
$153M – – 58.4% 567% 1 – 0
HM Capital Management
4161
HM Capital Management
Missouri
$153M +$17.4M +13% 19.1% 29.6% 39 20.51% 4.4
Affinity Capital Advisors
4162
Affinity Capital Advisors
California
$153M +$16.2M +12% 20.2% 72.7% 102 9.8% 0.5
Verde Capital Management
4163
Verde Capital Management
Michigan
$153M +$11.6M +8% 13.6% 80.3% 43 30.23% 0.4
Access Financial Services
4164
Access Financial Services
Minnesota
$152M +$26.9M +21% 14% 44.8% 74 18.92% 2.1
Tri-Star Advisors
4165
Tri-Star Advisors
Texas
$152M – – 10.9% 3.07% 55 – 0
Vontobel Swiss Wealth Advisors
4166
Vontobel Swiss Wealth Advisors
Switzerland
$152M +$21M +16% 20.1% 70.1% 90 16.67% 1.7
Engine Capital Management
4167
Engine Capital Management
New York
$152M -$39.9M -21% 23.7% 21.1% 49 42.86% 0.8
LM
4168
Lasry Marc
$152M +$30.1M +25% 21.1% 14.8% 7 28.57% 2
Northwestern University
4169
Northwestern University
Illinois
$152M +$4.97M +3% 5.68% 28.2% 6 0% 2.3
HA
4170
HYA Advisors
Missouri
$152M +$30.7M +25% 19.9% – 116 12.07% 0.4
Fairhaven Wealth Management
4171
Fairhaven Wealth Management
Illinois
$152M +$41.7M +38% 20.3% – 104 30.77% 0.9
MCM
4172
McMillion Capital Management
North Carolina
$152M +$4.94M +3% 22.2% 59.3% 305 78.36% 4.3
LI
4173
Leap Investments
Illinois
$152M +$83.6M +122% 41.6% – 663 89.14% 0.1
SCM
4174
Smith Capital Management
Arkansas
$152M +$19.8M +15% 16.1% – 87 11.49% 1.3
Atticus Wealth Management
4175
Atticus Wealth Management
Florida
$151M +$27.4M +22% 19.8% 73.9% 341 20.82% 0.4